-10.1%
BA vs ZBRA
+10.3%
-20.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.7% |
| 7D | -1.2% | -1.8% | +0.6% | -0.9% |
| 30D | -11.3% | -8.8% | -2.5% | -10.1% |
| 3M | -3.8% | +47.2% | -51.0% | -10.4% |
| 6M | -8.3% | +61.3% | -69.6% | -16.8% |
| YTD | -4.9% | +42.0% | -46.9% | -12.4% |
| 1Y | -10.1% | +10.5% | -20.5% | -15.5% |
| All | -10.1% | +10.3% | -20.4% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling